CPE Catalog & Events
Ethics: IRS Criminal Investigations: Key Lessons for Accountants
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Online
2.00 Credits
Member Price: $89
Snapshot of IRS Criminal InvestigationsGeneral tax fraudAbusive tax schemesRefund fraudEmployment tax fraudIdentity theftData compromisesMoney launderingPublic corruptionCorporate fraudGeneral fraudsCyber crimesGlobal tax and economic crimesNarcotics, counter-terrorism and transnational organized crimeSelected Field Office Case Files from Across USNew EnglandMiddle AtlanticEast NorthCentralWest North CentralSouth AtlanticEast South Central West South CentralMountainPacificHow accountants can add value to their operations by aiding law enforcement and fighting economic crime
Integrate ChatGPT into Your Client Advisory Services-Updated
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Online
2.00 Credits
Member Price: $89
The major topics covered in this course include:ChatGPT and generative AI technology primerBuilding your generative AI vocabularyDig deeper into your engagement research to develop a higher quality advisory servicePolish your client reporting with the help of ChatGPTDeveloping your ChatGPT client advisory servicesStart with client education. You don’t need to be a technical expert to be an educatorUse AI to help your clients automate their workflows / business processesBuild better spreadsheets with ChatGPT and ExcelHelp your clients identify, evaluate and select applications for their business
Ethics: 10 Crucial Qualities of High Character CPAs
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Online
2.00 Credits
Member Price: $89
The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so
I Spy with My Little Eye ... an Illegality
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Online
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Are Accountants the Conscience of Business?Today’s Ethical Duty of ConfidentialityIESBA NOCLAR PronouncementWhere We Go from Here (No Clarity?)Case Discussion and AnalysisConclusion
ABC Trust Planning and the Portable Exclusion 25-26
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Online
8.00 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor s and QTIP trusts B (Bypass) trusts A (Survivor s)/ C (QTIP) trusts planning What planners should tell their wealthy clients after the issuance of the Clawback Regulations
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 25-26
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Online
8.00 Credits
Member Price: $329
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
U.S. GAAP Disclosures for Non-Public Entities 25-26
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Online
8.00 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
Creating a Winning Culture
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Online
1.00 Credits
Member Price: $75
Culture - Why, What, and the Magnetic Firm Purpose-driven Great Leadership Culture of Growth Inspiring Workplace
Navigating Difficult Conversations with Clients
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Online
1.00 Credits
Member Price: $59
Communication Negotiation Conflict Persuasion Management Leadership Customer Service
Form 706 Preparation Part 1: Overview Including Portability 25-26
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Online
2.00 Credits
Member Price: $99
Action steps in 706 preparation engagement Filing requirements, new forms, IRS return review procedures, closing letters Obtaining transcripts and previously filed returns Completing introductory pages 1 4 Worksheets provided: Summary of Estate Plan Summary of Estate and Subtrust Funding; Beneficiary Allocation Schedule
Surgent's Succession Planning for the Small Business Owner: Finding the Exit Ramp
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Online
4.00 Credits
Member Price: $159
How to find unrelated buyers of a business Maintaining control of the business succession process Turning over the reins to family members: when to give up control Finding the right team to sell a business Options for selling a business to an unrelated party Options for selling a business to family members Options for selling a business to employees Overcoming the emotional attachment to a business Selling to family members for a life annuity Using family partnerships and trusts to transfer a business
Retaining Talent in a Competitive Marketplace
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Online
4.00 Credits
Member Price: $149
The major topics that will be covered in this class include:Decision Making TheoryCompensation & Employee SatisfactionWhat benefits do employees care about?Retirement Plan BasicsHealth Insurance BasicsDisability Insurance BasicsLife Insurance BasicsFringe BenefitsSumming It Up
ABC Trust Planning and the Portable Exclusion 25-26
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Online
8.00 Credits
Member Price: $329
The interplay of the estate, gift, generation-skipping, and income taxes Claiming and protecting the portable exclusion Marital deduction planning: rules for and reasons to use Survivor s and QTIP trusts B (Bypass) trusts A (Survivor s)/ C (QTIP) trusts planning What planners should tell their wealthy clients after the issuance of the Clawback Regulations
Not-for-Profit Organizations: Treasury Utilizing QuickBooks 25-26
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Online
8.00 Credits
Member Price: $329
Financial entity IRS filing status Recent ASC updates affecting nonprofits Inflows and Outflows QuickBooks Desktop Setup Data entry Reporting Governance policies and budgeting
Preparation, Compilations and Reviews?A Practical Workshop 25-26
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Online
4.00 Credits
Member Price: $329
Preparation Compilations Reviews
U.S. GAAP Disclosures for Non-Public Entities 25-26
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Online
8.00 Credits
Member Price: $329
FASB Accounting Standards Codification disclosure requirements An overview of the disclosure landscape How materiality enters into disclosure decisions Navigating the FASB Codification
S Corporations: Key Issues, Compliance, and Tax Strategies - Tax Staff Essentials
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Online
8.00 Credits
Member Price: $349
Advantages and disadvantages of S corporations Electing S corporation status Termination of S corporation status S corporation tax on built-in gains S corporation pass-through to shareholders, basis and losses S corporation distributions Taxable year of S corporations S corporation passive activity rules, fringe benefits and other considerations
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Online
8.00 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Surgent's Preparing Not-for-Profit Financial Statements
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Online
8.00 Credits
Member Price: $279
Key requirements, options, and disclosures related to each of the basic financial statements The reporting of functional and natural expense information Requirements related to providing liquidity and availability of financial assets information Core not-for-profit accounting requirements related to conditional and unconditional contributions, promises to give, contributed services, net assets, special events, the classification of expenses, and more
ChatGPT and IRS Taxation Law Research
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Online
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Utilizing ChatGPT for IRS Tax Law Research: Principles and PracticesNavigating IRS Databases Using Advanced AI TechniquesUsing IRS Prompt Templates: In-depth Analysis and ApplicationChatGPT in Action: Case Studies and Real-World ScenariosExploring IRS Tax Laws: Strategies, Loopholes, and ComplianceError Prevention and Correction in Tax Law ResearchFuture Trends: AI's Evolving Role in Taxation and Accounting